Legacy Bridge’s Nu Holdings NU Stock Holding History

Legacy Bridge’s Portfolio NU Stock Details NU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$941K	Buy	70,405 +850	+1%	+$11.5K	0.29%	96
2026 Q1	$1,000K	Buy	69,555 +1,200	+2%	+$19.4K	0.38%	86
2025 Q4	$1.14M	Sell	68,355 -300	-0.4%	-$4.82K	0.46%	75
2025 Q3	$1.1M	Sell	68,655 -135	-0.2%	-$1.88K	0.46%	72
2025 Q2	$944K	Hold	68,790	–	–	0.45%	75
2025 Q1	$704K	Buy	68,790 +2,990	+5%	+$35.3K	0.39%	88
2024 Q4	$682K	Hold	65,800	–	–	0.36%	94
2024 Q3	$898K	Buy	65,800 +25	+0%	+$336	0.48%	80
2024 Q2	$848K	Buy	65,775 +64,215	+4,116%	+$748K	0.5%	74
2024 Q1	$18.6K	Buy	+1,560	New	+$15.9K	0.01%	241

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Legacy Bridge's NU Position: Q2 2026 in Review

Legacy Bridge increased its Nu Holdings (NU) stake by 1.2% in Q2 2026, buying an estimated $11.5K and bringing the position to 70,405 shares worth $941K. The position accounts for 0.29% of the portfolio, ranked #96.

Legacy Bridge first reported a position in NU in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.14M in Q4 2025. 858 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Legacy Bridge held 70,405 shares of Nu Holdings worth $941K as of Q2 2026.
Legacy Bridge bought 850 Nu Holdings shares in Q2 2026, an estimated $11.5K.
Nu Holdings made up 0.29% of Legacy Bridge's portfolio in Q2 2026, its #96 holding.
Legacy Bridge first reported a position in Nu Holdings in Q1 2024 and has held it in 10 quarters since.
Legacy Bridge's Nu Holdings position peaked at $1.14M in Q4 2025.
858 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.